Your clients deserve a smooth start.
So do you.
Jen Calhoun | Founder, Resolved Virtual Solutions
I build onboarding systems for consultants who are tired of starting from scratch with every new client. When your process lives in your head, it costs you time, energy, and the experience your clients deserve.
$1,250
2-week fixed project
This establishes the structure. Ongoing support is available once onboarding is clear and steady.
I'm Jen and I know what it's like when your business grows faster than your systems can keep up with.Before I started Resolved Virtual Solutions, I spent years managing complex timelines in healthcare and remodeling operations. I learned quickly that when there's no clear process, everything routes back to one person. Usually the one who can least afford to be the bottleneck.That's what I fix. So you can actually enjoy the clients you worked hard to get.
The Entry Package
Two Focused Weeks.
One System That Finally Holds.
The Client Onboarding Workflow Build gives you a process your clients move through confidently every single time, without depending on you to hold it all together.
outcome
A backend that finally matches the quality of work you deliver up front.
$1,250 | 2-week fixed project
what's included
* Your onboarding dashboard organized so you can see where every client stands
* Custom onboarding workflow mapped and built in your tool
* Up to 3 core templates (e.g., welcome email, client update, next-steps checklist)
* Clear onboarding roadmap (steps, timeline, ownership)
* Loom walkthrough (or live 15min call)
* 7 days post-delivery clarification support
operational background
operational systems
experience
Before building systems for consultants, I spent years inside two industries where nothing could fall through the cracks. Healthcare and remodeling will both humble you fast if your process isn't airtight. That background is why I build the way I do. Structured, clear, and reliable without being rigid.
remodeling operations
Coordinated multi-stakeholder timelines, purchasing, and delivery tracking across active projects.
* Timeline management
* Vendor coordination
* Delivery tracking
Multiple stakeholders tracked in one system, so nothing stalled waiting on follow-up.
healthcare
Managed intake, documentation, treatment plans, and insurance communication under regulated workflows.
* Regulated workflows
*Documentation
*Insurance comms
Intake, documentation, and milestone tracking managed under regulated workflows.
from contract to cadence
A structured client onboarding flow for consultants from signed agreement to steady, weekly communication.
* Onboarding structure
* CRM setup
* Client communication
A structured path from agreement to steady client communication.
Clear ownership. Structured communication. Proactive tracking.
Professional References
In their own words
Don't just take my word for it.
"Jen is a self-starter and problem solver. I love her energy and attitude toward making things happen that are thoroughly researched, planned and delivered flawlessly. She's an excellent communicator, too and that helps everything flow effortlessly."
Lisa Vailencour | Founder, The Handbook Club
"Jen exemplifies excellence in everything she undertakes, demonstrating an exceptional level of dedication and precision that sets her apart. Her meticulous attention to detail and highly organized approach to work consistently produces outstanding results, while her ability to manage multiple complex projects simultaneously never ceases to impress."
Derek Chase | Sr Tech Architect, Amazon
"Jen has proven to be a thoughtful and compassionate individual with a strong talent for administrative work. She is detail-oriented, organized and excels at problem-solving, consistently delivering thorough and effective results."
Stasha Pistole | Wine Club Consultant, Self
Phase 2
Ongoing client
operations support
The workflow build gets your onboarding structured. Phase 2 keeps it running.
20 hrs/mo
Capacity
Month-to-Month
No lock-in
90-day review
Built-in checkpoint
Pricing and scope are finalized following workflow build or diagnostic review.
Operational ownership, scoped to fit
Weekly client updates
Inbox triage & response coordination
Next-step tracking across active clients
CRM Maintenance & clear pipeline visibility
Outcome: Client communication, next steps, and updates stay consistent week to week, without everything routing back through you.
Capacity
Limited to 2 ongoing
clients at a time
How I Work
The Two-week
engagement
Ready to stop rebuilding
your onboarding?
If you're ready to stop holding your onboarding together with memory and good intentions, I'd love to help. Two weeks. One clear system. Let's talk.
$1,250 | 2-week fixed project | 7-day clarification support